Import and Share Projects or Folders

You can import projects and applications from other users and sources, and share projects to make them available to other users.

Note:

Your administrator sets up your share options. See Set Up Social Channels to Share Visualizations.

Import an Application or Project

You can import an application or project created and exported by another user, or you can import an application from an external source such as Oracle Fusion Applications.

The import includes everything that you need to use the application or project such as associated data sets, connection string, connection credentials, and stored data.
  1. On the Home page, click Projects.
  2. On the Projects page click Page Menu, then select Import Project.
  3. In the Import dialog, click Select File or drag a project or application file onto the dialog, then click Import.
  4. If an object with the same name already exists in your system, then choose to replace the existing object or cancel the import.

Share a Project or Folder as an Application

You can share a project to export it as an application that can be imported and used by other users.

The export produces a .DVA file that includes the items that you specify (such as associated data sets, the connection string and credentials, and stored data).
  1. On the Home page, click Projects.
  2. On the Projects page select the project or folder that you want to share and click Action Menu, then select Export to open the Export dialog.

    Note:

    If you select an empty folder that doesn’t contain a project, you see a notification.
  3. Click File, then specify the options for sharing the project or folder:
    • Specify the file name.
    • Move the slider to enable the Include Data option to include the data when sharing a project or folder.
    • Move the slider to enable the Connection Credentials option, if you want to include the user name and password of the data source connection with the exported project.

    Note:

    • For a project or folder with an Excel, CSV, or TXT data source - Because an Excel, CSV, or TXT data source doesn’t use a data connection, clear the Include Connection Credentials option.

    • For a project or folder with a database data source - If you enable the Connection Credentials option, then the user must provide a valid user name and password to load data into the imported project.

    • For a project with an Oracle Applications or Oracle Essbase data source - Selecting the Connection Credentials option works if on the connection setup’s Create Connection dialog you specified the Always use this name and password option in the Authentication field.

      If you clear the Connection Credentials option or specify the Require users to enter their own username and password option in the Authentication field, then the user must provide a valid user name and password to load data into the imported project.

  4. If you selected the Include Data option or the Connection Credentials option, then enter and confirm a password that the user must provide to import the project or folder and decrypt its connection credentials and data.
  5. Click Save.

Email Projects and Folders

You can email the .DVA file of a project or folder to enable other users to work with it.

When you start to email the project or folder, you initiate an export process that produces a .DVA file that includes everything that you need to use the project or folder (such as associated data sets, the connection string and credentials, and stored data)
  1. On the Home page, click Projects.
  2. On the Projects page select the project or folder that you want to share and click Action Menu, then select Export to open the Export dialog.

    Note:

    If you select an empty folder that doesn’t contain a project, you see a notification.
  3. Click Email to open the Email dialog.
  4. Move the slider to enable the Include Data option, if you’re sharing a project or folder that uses an Excel data source and you want to include the data with the export.
  5. Move the slider to enable the Connection Credentials option, if retrieving the data requires connection credentials. Then enter and confirm the password.
  6. If your project or folder includes data from an Oracle Applications or a database data source and the Include Data option is enabled, then you must enter a password that’s sent to the database for authentication when the user opens the application and accesses the data. Disable the Include Data option if you don’t want to include the password with the project or folder. If you clear this option, then users must enter the password when opening the application to access the data.
  7. Click Email.
    Your email client opens a new partially composed email with the .DVA file attached.

    Note:

    When you select the Email option, you don’t obtain a file that you can save.

Use Oracle Content and Experience Cloud Service to Share a File of a Visualization, Canvas, or Story

You can use Oracle Content and Experience Cloud Service to share one or more of your project's visualizations, canvases, or stories as a file.

  1. Create or open a data visualization project.
  2. Click the Share icon on the project toolbar, then click OCE to open the Oracle Content and Experience (OCE) dialog.
  3. In the Oracle Content and Experience (OCE) dialog, specify and select the options.
    • Select a Conversation Name. You can post either a new or existing conversation. You can also search for a conversation.

    • Select a file format, such as Powerpoint (pptx), Acrobat (pdf), Image (png), and Data (csv).

    • Based on the pane, do one of the following:

      • Visualize: You have to select either to include the active canvas or visualization or all canvases.

      • Narrate: You have to select either to include the active page or visualization or all story pages.

    • Specify the page size and orientation.

      Note:

      If you select Data (csv), you can’t select size and orientation.
    • Optionally, you can enter a message that will be posted to the Oracle Content and Experience conversation.

  4. Click Post to open the Oracle Content and Experience conversation in a browser.
  5. In the Oracle Content and Experience conversation, click the file URL to display it in the browser.

Use Twitter to Share a File of a Visualization, Canvas, or Story

You can use Twitter to share one or more of your project's visualizations, canvases, or stories as a file.

  1. Create or open a Data Visualization project.
  2. Click the Share icon on the project toolbar, then click Twitter to open the Twitter dialog.
  3. In the Twitter dialog, specify and select the options.
    • Select a file format, such as Powerpoint (pptx), Acrobat (pdf), and Image (png).

    • Based on the pane, do one of the following:

      • Visualize: You must select either to include the active canvas or visualization or all canvases.

      • Narrate: You must select either to include the active page or visualization or all story pages.

    • Specify the page size and orientation.

    • Optionally, you can enter a Twitter message.

  4. Click Tweet.
  5. In the Share a link on Twitter browser dialog, the file’s URL which you share with your followers is displayed. Click Tweet.
    Open Twitter to check the file’s URL and message that you tweeted.
If you have selected Powerpoint and Acrobat format, a file download link is displayed when you click the shared URL in Twitter. For the Image format, the image opens in the browser.

Use Slack to Share a File of a Visualization, Canvas, or Story

You can use Slack to share one or more of your project's visualizations, canvases, or stories as a file.

  1. Create or open a Data Visualization project.
  2. Click the Share icon on the project toolbar, then click Slack to open the Slack dialog.
    If you’re opening the Slack app workspace or team for the first time from Data Visualization, you must perform the following actions:
    1. Enter your workspace’s Slack URL and click Continue.

    2. Enter your workspace credentials and click Sign In.

    3. Slack OAuth permission scopes are displayed. Click Authorize.

  3. In the Slack dialog, specify and select the options. The workspace name is displayed in the dialog title.
    • Select a Slack Channel name. You can also search for a channel name.

    • Enter a file Name, and select a Format such as Powerpoint (pptx), Acrobat (pdf), and Image (png).

    • Based on the pane, do one of the following:

      • Visualize: You must select either to include the active canvas or visualization or all canvases.

      • Narrate: You have to select either to include the active page or visualization or all story pages.

    • Specify the page size and orientation.

    • Optionally, you can enter a message that is posted in Slack.

  4. Click Post to open Slack.
    The post and the file URL is displayed in the selected Slack channel.